ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF

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OCTW·00888H505·US·ETF·Unknown - Unknown

OCTW (ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF) is held by 19 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($90.5M), COMMONWEALTH EQUITY SERVICES, LLC ($46.6M), RAYMOND JAMES FINANCIAL INC ($20.8M). Net institutional sentiment: Mixed.

19

Holders

(3 Elite)

$200.4M

Total Value

39% (18)

Consensus

7 buying - 11 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)25

Insider (Form 4)62

Activist (13D/13G)28

Congressional (STOCK Act)53

Holder Quality

18

★★★★★

Elite

12

★★★★

Strong

26

★★★

Solid

64

★★

Below

61

★

Weak

Held by 19 funds

3 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for OCTW.

Top Holders

Top Holders (19)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	2.2M(-2.5%)	$90.5M	0.0%	+8.58%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	1.1M(-1.2%)	$46.6M	0.1%	+44.53%	0
RAYMOND JAMES FINANCIAL INC	Increased	508,418(+8.8%)	$20.8M	0.0%	+13.32%	31
ENVESTNET ASSET MANAGEMENT INC	Increased	249,190(+27.8%)	$10.2M	0.0%	+16.12%	35
Kestra Advisory Services, LLC	Decreased	230,127(-5.8%)	$9.4M	0.0%	+30.44%	0
OSAIC HOLDINGS, INC.	Decreased	189,674(-3.8%)	$7.8M	0.0%	+21.43%	0
Cetera Investment Advisers	Decreased	184,697(-6.3%)	$7.6M	0.0%	+18.98%	0
MML INVESTORS SERVICES, LLC	Increased	87,868(+565.5%)	$3.6M	0.0%	+3.71%	43
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	39,556(+340.7%)	$1.6M	0.0%	+3.07%	41
AE Wealth Management LLC	Decreased	25,537(-98.8%)	$1M	0.0%	+6.65%	0
HB Wealth Management, LLC	Unchanged	9,908	$405,336	0.0%	+49.71%	0
MFMerit Financial Group, LLC	Decreased	7,883(-2.6%)	$322,494	0.0%	+12.64%	0
Private Advisor Group, LLC	Unchanged	6,600	$270,006	0.0%	+33.10%	0
CITADEL ADVISORS LLC	New	4,892	$200,132	0.0%	+1.85%	35
Farther Finance Advisors, LLC	Unchanged	2,144	$87,716	0.0%	+7.60%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	157	$6,423	0.0%	+1.85%	24
JPMORGAN CHASE & CO	Unchanged	99	$4,040	0.0%	+10.66%	0
ASSETMARK, INC	Unchanged	67	$2,741	0.0%	+6.61%	0
WELLS FARGO & COMPANY/MN	New	0	$10	0.0%	+1.85%	17
UBS Group AG	Exited	0(-100.0%)	$3,270	0.0%	+4.63%	0

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OCTWALLIANZIM U.S. EQUITY BUFFER20 OCT ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer